Connect GitHub and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
new issue is created
new branch or tag is created
new release is published
New pull request is opened/closed
new issue is created
new issue is opened
new issue opened
repository receives new commits
new repository is created
Get recent gists
Create milestone
repository label changes
Add collaborator to repository
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use GitHub and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new issue is created
runs when new issue is created
new branch or tag is created
runs when new branch or tag is created
new release is published
runs when new release is published
New pull request is opened/closed
runs when new pull request is opened
new issue is created
runs when new issue is created
new issue is opened
runs when new issue is opened
Do thisActions
Action is the task that follows automatically within your GitHub integrations.
Create Issue
Creates a new issue in a specified repository.
Find Repository
Return repository details for a specified GitHub user or organization and repository name.
pull request is opened
runs when pull request is opened
Update GitHub Issue
Modify an existing issue's title, description, state, assignees, labels, or milestone in a GitHub repository.
Add comment to issue
Add a comment to an issue.
Find issue
Get an issue's details by number or by title and status
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Frequently Asked Questions
To start, connect both your GitHub and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GitHub triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how GitHub data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between GitHub and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between GitHub and Perfex CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About GitHub
GitHub is a platform for version control and collaboration, allowing developers to work together on projects from anywhere. It provides tools for code review, project management, and continuous integration.
Learn MoreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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